Drystone LLC — 13F holdings

Drystone LLC reported 18 holdings worth $122M in its 13F filing for Q2 2026, filed July 24, 2026.

Largest positions

1. VXUS VANGUARD STAR FDS — $20.9M (17.2%)
2. TT TRANE TECHNOLOGIES PLC — $15.9M (13.1%)
3. ROK ROCKWELL AUTOMATION INC — $11.5M (9.5%)
4. EXPD EXPEDITORS INTL WASH INC — $8.75M (7.2%)
5. HLT HILTON WORLDWIDE HLDGS INC — $8.60M (7.1%)
6. TXN TEXAS INSTRS INC — $8.48M (7.0%)
7. VNQ VANGUARD INDEX FDS — $7.71M (6.3%)
8. Berkshire Hathaway Cl B — $7.37M (6.1%)
9. MSFT MICROSOFT CORP — $6.19M (5.1%)
10. JNJ JOHNSON & JOHNSON — $5.62M (4.6%)